See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,100 | $124,281-9.8% | $109,143+2.7% | $167,490-33.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 21.78% | 26.04%-4.3pp | 25.75%-4.0pp | 478.56%-456.8pp |
| Employer contribution / active EE | $15,837 | $4,207+276.4% | $3,722+325.5% | $4,837+227.4% |
| Participant deferral / active EE | $10,291 | $5,255+95.8% | $4,653+121.2% | $6,341+62.3% |
| Admin fee / account holder | $821 | $7,970-89.7% | $6,752-87.8% | $12,309-93.3% |